Ogorek Anthony Joseph’s First Trust Managed Municipal ETF FMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.51M | Buy |
30,260
+245
| +0.8% | +$12.2K | 0.47% | 35 |
|
|
2025
Q1 | $1.51M | Buy |
30,015
+194
| +0.7% | +$9.78K | 0.5% | 32 |
|
|
2024
Q4 | $1.52M | Buy |
29,821
+69
| +0.2% | +$3.52K | 0.48% | 34 |
|
|
2024
Q3 | $1.55M | Sell |
29,752
-2,307
| -7% | -$120K | 0.53% | 29 |
|
|
2024
Q2 | $1.64M | Sell |
32,059
-4,680
| -13% | -$239K | 0.57% | 31 |
|
|
2024
Q1 | $1.89M | Buy |
36,739
+275
| +0.8% | +$14.1K | 0.66% | 28 |
|
|
2023
Q4 | $1.88M | Sell |
36,464
-11,467
| -24% | -$592K | 0.68% | 28 |
|
|
2023
Q3 | $2.34M | Sell |
47,931
-578
| -1% | -$28.2K | 0.92% | 32 |
|
|
2023
Q2 | $2.46M | Sell |
48,509
-1,138
| -2% | -$57.7K | 0.94% | 30 |
|
|
2023
Q1 | $2.53M | Buy |
49,647
+4,490
| +10% | +$229K | 1.03% | 29 |
|
|
2022
Q4 | $2.26M | Sell |
45,157
-148,721
| -77% | -$7.45M | 0.98% | 36 |
|
|
2022
Q3 | $9.45M | Sell |
193,878
-341
| -0.2% | -$16.6K | 4.49% | 7 |
|
|
2022
Q2 | $9.83M | Sell |
194,219
-4,957
| -2% | -$251K | 4.52% | 7 |
|
|
2022
Q1 | $10.6M | Buy |
199,176
+5,803
| +3% | +$308K | 4.33% | 9 |
|
|
2021
Q4 | $11M | Sell |
193,373
-1,277
| -0.7% | -$72.8K | 4.71% | 6 |
|
|
2021
Q3 | $11.1M | Buy |
194,650
+3,559
| +2% | +$202K | 5.04% | 6 |
|
|
2021
Q2 | $10.9M | Buy |
191,091
+2,699
| +1% | +$155K | 4.9% | 6 |
|
|
2021
Q1 | $10.6M | Sell |
188,392
-20,567
| -10% | -$1.16M | 5.24% | 6 |
|
|
2020
Q4 | $11.9M | Sell |
208,959
-30,375
| -13% | -$1.72M | 6.35% | 5 |
|
|
2020
Q3 | $13.3M | Buy |
239,334
+7,518
| +3% | +$418K | 7.84% | 4 |
|
|
2020
Q2 | $12.8M | Buy |
231,816
+455
| +0.2% | +$25K | 9.02% | 4 |
|
|
2020
Q1 | $12.5M | Buy |
231,361
+11,197
| +5% | +$605K | 6.8% | 5 |
|
|
2019
Q4 | $12.2M | Buy |
220,164
+17,770
| +9% | +$987K | 5.96% | 8 |
|
|
2019
Q3 | $11.2M | Buy |
202,394
+4,805
| +2% | +$267K | 6.72% | 6 |
|
|
2019
Q2 | $10.8M | Sell |
197,589
-5,636
| -3% | -$309K | 7.29% | 7 |
|
|
2019
Q1 | $10.9M | Buy |
+203,225
| New | +$10.9M | 7.26% | 7 |
|